Filling information for Hardy Reed LLC as Treemap, investor disclosed 111 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 2812320 | 24000 | |
| 464287879 | 464287879 | ISHARES TR | SP SMCP600VL ETF | 267200 | 2855 | |
| 000360206 | 000360206 | AAON INC | COM PAR $0.004 | 239018 | 2472 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 873600 | 8400 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 231370 | 2240 | |
| 037833100 | 037833100 | APPLE INC | COM | 3598448 | 21822 | |
| 05464C101 | 05464C101 | AXON ENTERPRISE INC | COM | 201241 | 895 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 251108 | 8780 | |
| 09239B109 | 09239B109 | BLACKLINE INC | COM | 274845 | 4093 | |
| 09249N101 | 09249N101 | BLACKROCK MUNI INCOME TR II | COM | 244097 | 22749 | |
| 142339100 | 142339100 | CARLISLE COS INC | COM | 904280 | 4000 | |
| 143130102 | 143130102 | CARMAX INC | COM | 252235 | 3924 | |
| 147448104 | 147448104 | CASELLA WASTE SYS INC | CL A | 220289 | 2665 | |
| 12510Q100 | 12510Q100 | CCC INTELLIGENT SOLUTIONS HL | COM | 93414 | 10414 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 209519 | 4008 | |
| 249906108 | 249906108 | DESCARTES SYS GROUP INC | COM | 392571 | 4870 | |
| 25434V104 | 25434V104 | DIMENSIONAL ETF TRUST | US CORE EQT MKT | 5416356 | 188264 | |
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 2843787 | 64006 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 4684240 | 88885 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 724842 | 7239 | |
| 302130109 | 302130109 | EXPEDITORS INTL WASH INC | COM | 412730 | 3748 | |
| 30214U102 | 30214U102 | EXPONENT INC | COM | 372343 | 3735 | |
| 311900104 | 311900104 | FASTENAL CO | COM | 524189 | 9718 | |
| 316092808 | 316092808 | FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 540579 | 4744 | |
| 33739E108 | 33739E108 | FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 1247179 | 78144 | |
| 33829M101 | 33829M101 | FIVE BELOW INC | COM | 300923 | 1461 | |
| 369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 641668 | 6712 | |
| L44385109 | L44385109 | GLOBANT S A | COM | 203701 | 1242 | |
| 38526M106 | 38526M106 | GRAND CANYON ED INC | COM | 225067 | 1976 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1187268 | 4023 | |
| 46434G863 | 46434G863 | ISHARES INC | ESG AWR MSCI EM | 333846 | 10605 | |
| 46435G672 | 46435G672 | ISHARES TR | CORE INTL AGGR | 4080717 | 83365 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 8422365 | 125989 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 83106285 | 1341506 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 9629942 | 38495 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 12791863 | 132284 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 5097965 | 56300 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 14593511 | 35500 | |
| 464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 1218965 | 13012 | |
| 464288273 | 464288273 | ISHARES TR | EAFE SML CP ETF | 448825 | 7542 | |
| 46435U663 | 46435U663 | ISHARES TR | ESG AWARE MSCI | 805394 | 23695 | |
| 46435G243 | 46435G243 | ISHARES TR | ESG AWRE 1 5 YR | 451751 | 18776 | |
| 46429B689 | 46429B689 | ISHARES TR | MSCI EAFE MIN VL | 5048314 | 74624 | |
| 46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 247898 | 3408 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 13157660 | 53852 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 4518773 | 29678 | |
| 464287630 | 464287630 | ISHARES TR | RUS 2000 VAL ETF | 1824011 | 13312 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 672315 | 10523 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 839082 | 5529 | |
| 464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 324012 | 4531 | |
| 464287705 | 464287705 | ISHARES TR | S&P MC 400VL ETF | 355379 | 3458 | |
| 464287887 | 464287887 | ISHARES TR | S&P SML 600 GWT | 241759 | 2199 | |
| 464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 724282 | 6569 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 832970 | 5374 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 1142037 | 8764 | |
| 562803106 | 562803106 | MANHATTAN BRDG CAP INC | COM | 37425 | 37425 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 431934 | 2038 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 1395084 | 4839 | |
| 607525102 | 607525102 | MODEL N INC | COM | 259360 | 7749 | |
| 624756102 | 624756102 | MUELLER INDS INC | COM | 472624 | 6432 | |
| 67000B104 | 67000B104 | NOVANTA INC | COM | 212386 | 1335 | |
| 67066V101 | 67066V101 | NUVEEN QUALITY MUNCP INCOME | COM | 134486 | 11664 | |
| 681919106 | 681919106 | OMNICOM GROUP INC | COM | 520757 | 5520 | |
| 67103H107 | 67103H107 | OREILLY AUTOMOTIVE INC | COM | 718238 | 846 | |
| 701094104 | 701094104 | PARKER-HANNIFIN CORP | COM | 355269 | 1057 | |
| 70435P102 | 70435P102 | PAYCOR HCM INC | COM | 208050 | 7845 | |
| 717081103 | 717081103 | PFIZER INC | COM | 388988 | 9534 | |
| 72201A103 | 72201A103 | PIMCO MUN INCOME FD III | COM | 127684 | 15365 | |
| 743315103 | 743315103 | PROGRESSIVE CORP | COM | 1354493 | 9468 | |
| 75970E107 | 75970E107 | RENASANT CORP | COM | 681353 | 22281 | |
| 767744105 | 767744105 | RITCHIE BROS AUCTIONEERS | COM | 221558 | 3936 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 559419 | 10680 | |
| 808524755 | 808524755 | SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 3328285 | 106437 | |
| 808524870 | 808524870 | SCHWAB STRATEGIC TR | US TIPS ETF | 396768 | 7401 | |
| 81369Y852 | 81369Y852 | SELECT SECTOR SPDR TR | COMMUNICATION | 328053 | 5659 | |
| 81369Y860 | 81369Y860 | SELECT SECTOR SPDR TR | RL EST SEL SEC | 444935 | 11903 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 234841 | 1814 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 668673 | 4428 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1981857 | 4841 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 1272088 | 2775 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 249273 | 5177 | |
| 78463M107 | 78463M107 | SPS COMM INC | COM | 523456 | 3437 | |
| H84989104 | H84989104 | TE CONNECTIVITY LTD | SHS | 697456 | 5318 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 512945 | 6546 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 356633 | 1772 | |
| 902973304 | 902973304 | US BANCORP DEL | COM NEW | 254766 | 7067 | |
| 921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 883048 | 11507 | |
| 921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 1729516 | 22611 | |
| 92203J407 | 92203J407 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 43009333 | 879177 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 3378916 | 13546 | |
| 922908637 | 922908637 | VANGUARD INDEX FDS | LARGE CAP ETF | 538761 | 2884 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 4754981 | 22544 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 6979929 | 84055 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 90451284 | 240517 | |
| 922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 1341046 | 8447 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 4744877 | 25031 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 148112802 | 725687 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 8128741 | 58857 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 4725508 | 116968 | |
| 92206C730 | 92206C730 | VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 280427 | 1505 | |
| 92206C599 | 92206C599 | VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 1638886 | 8941 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 21961931 | 397789 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1776853 | 39337 | |
| 921910725 | 921910725 | VANGUARD WORLD FD | ESG INTL STK ETF | 793935 | 15163 | |
| 92204A108 | 92204A108 | VANGUARD WORLD FDS | CONSUM DIS ETF | 394736 | 1563 | |
| 92204A405 | 92204A405 | VANGUARD WORLD FDS | FINANCIALS ETF | 476376 | 6116 | |
| 92204A504 | 92204A504 | VANGUARD WORLD FDS | HEALTH CAR ETF | 202215 | 848 | |
| 92204A603 | 92204A603 | VANGUARD WORLD FDS | INDUSTRIAL ETF | 335108 | 1759 | |
| 931142103 | 931142103 | WALMART INC | COM | 393839 | 2671 | |
| 97717X669 | 97717X669 | WISDOMTREE TR | US QTLY DIV GRT | 391496 | 6280 | |
| 98139A105 | 98139A105 | WORKIVA INC | COM CL A | 330273 | 3225 |